Top 705 Key account manager Jobs in Miami Lakes, Fl

Sr Account Manager, Wealth Management Advisory
Northern Trust Corp. —Miami, FL
- Full-time
- Business development
- Continuous improvement
- Team management
Field Account Manager - Hybrid in Plantation, FL
UnitedHealthcare —Plantation, FL
- $22 - $48 an hour
- Full-time
- Hybrid work
- Spanish
- Pass drug screening
- English
- Wellness program
4d
Amazon Account Manager
Confidential —Miami, FL
- $75,000 - $105,000 a year
- Full-time
- Background check
- Management
- Sales
- Health insurance
- Dental insurance
Quick Apply
Bookkeeper / Account Manager
The Leeder Law Firm, PA —Plantation, FL
- $50,000 - $70,000 a year
- Overtime
- 5 years
- Mid-level
- Finance
- Health insurance
- Dental insurance
Quick Apply
Assistant Account Manager - Employee Benefit Plans Administrator
National Employee Benefits Administrators, Inc. (NEBA) —Pembroke Pines, FL
- Full-time
- 5 years
- Writing skills
- English
- Paid jury duty
- AD&D insurance
Quick Apply
8d
Manufacturing/Industrial Sales Account Representative
Columbia Elevator —Miramar, FL
- $55,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- US work authorization
- Health savings account
- Health insurance
Quick Apply
2d
Account Manager - Miami
Unimed Maritime Solutions —Doral, FL
- Full-time
- Computer literacy
- Mid-level
- Contracts
Quick Apply
9d
Sales Account Representative
Vesari Management Group Inc —Plantation, FL
- $40,000 - $65,000 a year
- Full-time
- Up to 50% travel
- Marketing
- Writing skills
- Opportunities for advancement
Quick Apply
Outside Sales Account Manager- South Florida
ASD Lighting Corp —South Florida, FL
- $70,000 - $75,000 a year
- Full-time
- Background check
- Mid-level
- Residential
- Disability insurance
- Health insurance
Quick Apply
Account Executive – Healthcare Search & Client Acquisition
Confidential —Miami-Dade County, FL
- $50,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Surplus Insurance Lines Specialist (Senior Account Executive)
John Galt Insurance Agency —Fort Lauderdale, FL
- $60,000 - $68,000 a year
- Full-time
- Background check
- Office
- In-person
- Paid holidays
- Health insurance
Quick Apply
Entry Level Account Representative
Ocean Front Florida —Miami, FL
- $52,000 - $62,000 a year
- Full-time
- High school diploma or GED
- In-person
- Entry level
Quick Apply
Director of Account Management
Bond OpCo, LLC —Fort Lauderdale, FL
- 5 years
- Senior level
- Communication skills
- Paid holidays
- Dental insurance
Associate Account Manager
BrightView Landscapes Services —Sunrise, FL
- $65,000 - $70,000 a year
- Full-time
- Ability to walk for extended periods
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
10d
Commercial Lines Account Manager
WAHVE —Miami, FL
- Part-time
- Remote
- Senior level
- Marketing
- Commercial
- Health insurance
- 401(k)
7d
Inside Sales Account Executive
Milspec Industries —Oakland Park, FL
- $24.04 an hour
- Full-time
- Mid-level
- Office
- In-person
- Disability insurance
- Health insurance
Quick Apply
Inside Sales Account Executive
Ricoma International Corporation —Medley, FL
- $70,000 - $100,000 a year
- Full-time
- English
- Mid-level
- In-person
- Health insurance
- Dental insurance
Quick Apply
10d
Global Account Manager (Remote)
Honeywell —Miami, FL
- $144,000 - $180,000 a year
- Full-time
- Remote
- 6 years
- Marketing
- Bachelor's degree
- Health savings account
- Paid holidays
Key Account Manager
Octapharma USA —Miami, FL
- $110,000 - $160,000 a year
- Microsoft Excel
- Hospital
- Bachelor of Science
- Disability insurance
- 401(k)
14d
Key Account Manager - Rare Disease
TSP (A Syneos Health Company) —Miami, FL
- $160,000 - $190,000 a year
- 5 years
- Bachelor's degree
- Travel
- Paid holidays
- Disability insurance

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Sr Account Manager, Wealth Management Advisory

Northern Trust Corp. -
Miami, FL

Apply Now

Job Details

Full-time

Qualifications

PeopleSoft
Technical Proficiency

Full Job Description

About Northern Trust:

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

The Account Manager (Partner) will be responsible for maintaining client relationships by coordinating administration of complex fiduciary, investment management, estate settlement, guardianship, and/or custody accounts. This Partner establishes and maintains the account, responds to client inquiries, produces action plans and reports, and oversees transaction processing in coordination with the Client Support Services Team. The partner assists Wealth Management Trust Advisors, Estate Settlement Administrators, Guardianship Administrators and/or Client Advisors with client requests, meetings, business development and creating client presentations.

Key responsibilities include:

1. Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.

2. Develops and maintains working knowledge of governing documents and account agreements.

3. Receives service requests from clients and partners, and communicates to service partners; obtains appropriate information from partners and clients to facilitate service changes or transactions

4. Coordinates resolution of client issues; informs client of steps taken to resolve requests or problems.

5. Oversees development of appropriate action plans for client servicing events and ensures execution and follow-up; communicates with clients regularly to inform them of account set-up or status, document requests, or other information.

6. Engages the Client Support Services Team on execution of client servicing events, account opening and closing, cash movement, and fee set-ups.

7. Assists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors in account acceptance process, discretionary request analysis and process, compliance management and annual account review process; ensures appropriate documentation is collected and imaged; ensures systems information is up-to-date; ensures accurate set up and review of fees; documents services provided, specialized procedures, and ongoing written communications with client as appropriate in managing daily activity.

8. Develops and maintains a working knowledge of various business applications critical to relationship management including client on-line tools.

9. Assists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors with business development and client presentations. Identifies service efficiency enhancements, process improvements, and service delivery using creative and proactive measures.

10. Able to serve as a key subject-matter expert and mentor to other more junior-level employees

11. May manage daily operational activities and supervise day-to-day work of junior-level employees (but not a formal management role)

12. More technically sound in area of expertise and has broader knowledge of other areas

13. Delivers a work product that requires less revision

14. Able to facilitate discussions and reach decisions

The successful candidate will benefit from having:

Excellent verbal and written communication skills are required
In-depth Functional / Industry Knowledge of personal trust, estate, guardian and Advisory services and products, usually acquired through related work experience, is required
Analytical, problem solving, and organizational skills are required
Highly flexible and adaptable to change
Technical skills / systems knowledge (e.g. Peoplesoft) is required
A College or University degree and/or relevant proven work experience is preferred.
5-7 years' experience in financial servicing or related experience/credentials preferred.

Working with Us:

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.

We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater

Reasonable accommodation

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected].

We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.

Apply Now

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Key responsibilities include:

1. Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.

2. Develops and maintains working knowledge of governing documents and account agreements.

3. Receives service requests from clients and partners, and communicates to service partners; obtains appropriate information from partners and clients to facilitate service changes or transactions

4. Coordinates resolution of client issues; informs client of steps taken to resolve requests or problems.

5. Oversees development of appropriate action plans for client servicing events and ensures execution and follow-up; communicates with clients regularly to inform them of account set-up or status, document requests, or other information.

6. Engages the Client Support Services Team on execution of client servicing events, account opening and closing, cash movement, and fee set-ups.

8. Develops and maintains a working knowledge of various business applications critical to relationship management including client on-line tools.

9. Assists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors with business development and client presentations. Identifies service efficiency enhancements, process improvements, and service delivery using creative and proactive measures.

10. Able to serve as a key subject-matter expert and mentor to other more junior-level employees

11. May manage daily operational activities and supervise day-to-day work of junior-level employees (but not a formal management role)

12. More technically sound in area of expertise and has broader knowledge of other areas

13. Delivers a work product that requires less revision

14. Able to facilitate discussions and reach decisions

The successful candidate will benefit from having:

Excellent verbal and written communication skills are required

In-depth Functional / Industry Knowledge of personal trust, estate, guardian and Advisory services and products, usually acquired through related work experience, is required

Analytical, problem solving, and organizational skills are required

Highly flexible and adaptable to change

Technical skills / systems knowledge (e.g. Peoplesoft) is required

A College or University degree and/or relevant proven work experience is preferred.

5-7 years' experience in financial servicing or related experience/credentials preferred.